Jaffetilchin Investment Partners, LLC

CIK

1404652

Location

TAMPA, FL

Portfolio Value

Micro $18,896,177

Diversification

Diversified

Filing Date

Global Rank

#1,931 / 8,232 ▲ 36

Top Industry

Consumer Electronics 13.6%

3Y Alpha vs SPY

-0.5%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.1%

SPY

+76.3%

Annualised alpha

-0.5%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

227 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.2%

−0.3 pts

Top 5

37.0%

−1.5 pts

Top 10

53.1%

−2.1 pts

HHI

402

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$229,541,878	32
Consumer Cyclical	11.5%	$78,748,748	18
Unclassified	9.8%	$67,239,284	13
Industrials	9.5%	$65,317,105	31
Financial Services	9.2%	$63,349,987	33
Communication Services	8.8%	$60,223,068	7
Healthcare	6.4%	$43,902,229	18
Consumer Defensive	4.9%	$33,426,373	17
Energy	2.8%	$18,896,177	28
Utilities	1.6%	$11,052,915	9
Basic Materials	1.2%	$8,315,066	13
Real Estate	0.8%	$5,290,405	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTG	B2gold Corp	+78,430	132,772	$601,457
APA	APA Corp	+21,605	67,376	$2,859,437
BXSL	Blackstone Secured Lending Fund	+21,454	35,043	$830,168
VZ	Verizon Communications Inc	+15,882	67,168	$3,371,833
PFE	Pfizer Inc	+11,234	61,688	$1,732,199
BCX	BlackRock Resources & Commodities Strategy Trust	+8,437	25,271	$304,515
KMI	Kinder Morgan, Inc.	+7,384	25,531	$856,054
ABBV	AbbVie Inc.	+6,817	16,974	$3,691,675
MO	Altria Group, Inc.	+6,164	24,989	$1,649,024
AMD	Advanced Micro Devices Inc	+6,004	13,823	$2,812,012
DAL	Delta Air Lines, Inc.	+5,899	41,124	$2,733,923
ECOR	electroCore, Inc.	+5,835	58,198	$350,933
LRCX	Lam Research Corp	+4,266	6,512	$1,391,353
RIO	Rio Tinto PLC	+4,177	9,913	$924,783
BX	Blackstone Inc.	+3,946	32,343	$3,719,121
JPM	Jpmorgan Chase & Co	+3,373	49,723	$14,626,517
MU	Micron Technology Inc	+3,262	5,682	$1,919,606
GLDI	Credit Suisse AG	+3,220	5,971	$991,329
MSFT	Microsoft Corp	+3,199	82,003	$30,355,050
PANW	Palo Alto Networks Inc	+3,163	25,996	$4,167,678
AVGO	Broadcom Inc.	+2,864	27,066	$8,377,197
TJX	Tjx Companies Inc /De/	+2,349	6,585	$1,051,624
CAT	Caterpillar Inc	+2,243	9,934	$7,037,841
RKLB	Rocket Lab Corp	+2,161	59,115	$3,796,365
PLTR	Palantir Technologies Inc.	+2,133	37,812	$5,531,139
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NXXT	Nextnrg, Inc.	−571,554	31,048	$12,419
NEXT	NextDecade Corp	−79,831	36,539	$279,888
IBIT	iShares Bitcoin Trust ETF	−47,452	107,414	$4,126,845
ARCC	Ares Capital Corp	−42,072	47,729	$860,076
SOFI	SoFi Technologies, Inc.	−38,173	15,014	$238,422
BAC	Bank Of America Corp /De/	−19,543	70,526	$3,438,142
KHC	Kraft Heinz Co	−19,478	35,901	$807,413
UBER	Uber Technologies, Inc	−14,873	8,342	$600,040
UPS	United Parcel Service Inc	−13,019	6,715	$660,621
CNH	CNH Industrial N.V.	−9,913	64,641	$711,051
GLD	Spdr Gold Trust	−9,679	21,091	$9,075,246
AAPL	Apple Inc.	−9,486	330,621	$83,908,303
NFLX	Netflix Inc	−8,417	19,450	$1,870,117
LBRT	Liberty Energy Inc.	−7,803	10,268	$295,718
ORCL	Oracle Corp	−6,727	5,980	$879,717
UAMY	United States Antimony Corp	−6,202	40,348	$352,238
IBM	International Business Machines Corp	−5,851	10,810	$2,620,235
CSCO	Cisco Systems, Inc.	−4,067	42,721	$3,314,722
CRM	Salesforce, Inc.	−3,388	3,204	$598,090
T	At&T Inc.	−3,274	84,833	$2,459,308
UNH	Unitedhealth Group Inc	−2,838	8,380	$2,267,544
NEE	Nextera Energy Inc	−2,043	57,419	$5,333,076
GE	General Electric Co	−1,836	13,251	$3,760,236
VICI	Vici Properties Inc.	−1,827	20,920	$571,534
ARLP	Alliance Resource Partners LP	−1,708	32,243	$891,518
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
FANG	Diamondback Energy, Inc.	3,203	$633,521
FNV	FRANCO NEVADA Corp	1,988	$491,135
EBAY	Ebay Inc	4,946	$450,184
HALO	Halozyme Therapeutics, Inc.	6,145	$397,151
COP	Conocophillips	2,365	$312,180
LIN	Linde PLC	573	$284,070
MDY	Spdr S&P Midcap 400 ETF Trust	456	$281,242
LYB	LyondellBasell Industries N.V.	3,461	$278,818
SNDK	Sandisk Corp	425	$270,019
BP	Bp PLC	5,571	$261,837
CCJ	Cameco Corp	2,152	$233,728
OXY	Occidental Petroleum Corp /De/	3,547	$230,555
ITW	Illinois Tool Works Inc	878	$228,534
CSX	Csx Corp	5,532	$227,088
BE	Bloom Energy Corp	1,667	$225,861
HWM	Howmet Aerospace Inc.	940	$216,632
INTC	Intel Corp	4,891	$215,839
ED	Consolidated Edison Inc	1,839	$208,138
AZN	Astrazeneca PLC	1,048	$206,686
ADI	Analog Devices Inc	641	$203,927
SLB	Slb Limited/Nv	3,967	$203,864
MAR	Marriott International Inc /Md/	621	$203,110
S	SentinelOne, Inc.	12,585	$162,094
RQI	Cohen & Steers Quality Income Realty Fund Inc	13,324	$160,554
ACDC	ProFrac Holding Corp.	22,200	$137,640
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CVS	CVS HEALTH Corp	12,613	$1,000,967
KKR	KKR & Co. Inc.	7,645	$974,584
DELL	Dell Technologies Inc.	6,588	$829,297
NOW	ServiceNow, Inc.	5,349	$819,413
VLY	Valley National Bancorp	53,004	$619,086
OWL	Blue Owl Capital Inc.	24,661	$368,435
PATH	UiPath, Inc.	22,326	$365,923
FSLR	First Solar, Inc.	1,287	$336,203
MSDL	Morgan Stanley Direct Lending Fund	20,192	$332,764
CHI	Calamos Convertible Opportunities & Income Fund	31,029	$325,183
NAMS	NewAmsterdam Pharma Co N.V.	9,218	$323,367
DDOG	Datadog, Inc.	2,311	$314,272
PDO	PIMCO Dynamic Income Opportunities Fund	21,206	$293,491
APP	AppLovin Corp	433	$291,764
ADBE	Adobe Inc.	819	$286,641
AVAV	AeroVironment Inc	1,171	$283,253
PLD	Prologis, Inc.	2,025	$258,511
BABA	Alibaba Group Holding Ltd	1,713	$251,091
ACN	Accenture plc	878	$235,567
CDNS	Cadence Design Systems Inc	750	$234,435
COF	Capital One Financial Corp	965	$233,877
BTC	Grayscale Bitcoin Mini Trust ETF	6,013	$232,883
HOOD	Robinhood Markets, Inc.	1,939	$219,300
COIN	Coinbase Global, Inc.	925	$209,179
BDX	Becton Dickinson & Co	1,162	$177,287
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $18,896,177 total · Energy only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
XOM	Exxon Mobil Corp Energy	Added	18,690	+1,011	$3,170,945	+49.0%	16.78%
APA	APA Corp Energy	Added	67,376	+21,605	$2,859,437	+155.4%	15.13%
CVX	Chevron Corp Energy	Added	10,806	+539	$2,235,761	+42.9%	11.83%
EPD	Enterprise Products Partners L.P. Energy	Reduced	31,569	-798	$1,194,570	+15.1%	6.32%
ARLP	Alliance Resource Partners LP Energy	Reduced	32,243	-1,708	$891,518	+13.0%	4.72%
KMI	Kinder Morgan, Inc. Energy	Added	25,531	+7,384	$856,054	+71.6%	4.53%
SHEL	Shell plc Energy	Reduced	8,138	-197	$756,834	+23.6%	4.01%
FANG	Diamondback Energy, Inc. Energy	NEW	3,203	NEW	$633,521	NEW	3.35%
WFRD	Weatherford International plc Energy	Reduced	6,562	-814	$620,633	+7.5%	3.28%
ET	Energy Transfer LP Energy	Added	29,332	+1,352	$566,107	+22.7%	3.00%
NBR	Nabors Industries Ltd Energy	Reduced	6,042	-802	$519,974	+39.9%	2.75%
PUMP	ProPetro Holding Corp. Energy	Added	27,200	+2,000	$391,952	+63.6%	2.07%
DVN	Devon Energy Corp/De Energy	Reduced	7,676	-1,164	$386,256	+19.3%	2.04%
LNG	Cheniere Energy, Inc. Energy	Added	1,331	+3	$377,684	+46.3%	2.00%
SUN	Sunoco LP Energy	Added	5,617	+384	$364,936	+33.1%	1.93%
PSX	Phillips 66 Energy	Added	1,966	+102	$358,165	+48.9%	1.90%
COP	Conocophillips Energy	NEW	2,365	NEW	$312,180	NEW	1.65%
LBRT	Liberty Energy Inc. Energy	Reduced	10,268	-7,803	$295,718	−11.4%	1.56%
NEXT	NextDecade Corp Energy	Reduced	36,539	-79,831	$279,888	−54.4%	1.48%
BP	Bp PLC Energy	NEW	5,571	NEW	$261,837	NEW	1.39%
ENB	Enbridge Inc Energy	Added	4,770	+13	$258,247	+13.5%	1.37%
MPLX	Mplx LP Energy	Reduced	4,328	-12	$246,998	+6.6%	1.31%
CCJ	Cameco Corp Energy	NEW	2,152	NEW	$233,728	NEW	1.24%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	3,547	NEW	$230,555	NEW	1.22%
WES	Western Midstream Partners, LP Energy	Added	5,552	+112	$228,575	+6.4%	1.21%
SLB	Slb Limited/Nv Energy	NEW	3,967	NEW	$203,864	NEW	1.08%
ACDC	ProFrac Holding Corp. Energy	NEW	22,200	NEW	$137,640	NEW	0.73%
MVO	MV Oil Trust Energy	NEW	10,000	NEW	$22,600	NEW	0.12%